Job Information

My client is looking for a Paraplanner/IFA Support candidate to do technical research and report writing for their predominantly HNW wealth management clients. A working experience of DFM’s models, SIPP’s, transfers, IHT planning and some trust work/offshore would be a distinct advantage.

The role will be within the Paraplanning and support team, which at present is 12 people. There will be scope for role advancement and those looking to progress with professional qualifications, will be supported.

Salary will be c. £25k, dependent upon experience. They are not insisting on diploma but some progress towards this and an ambition to become at least diploma and preferably, chartered status is desired.